ES&A Financial Services

At ES&A Financial Services, we understand that wealth, investing, and finance are not just different words for making money. They are the tools used to create the resources you need to achieve your goals and live the life you want to live. Even successful business people often overlook the subtle benefits of passive investment, and that's where we come in. Our team of experienced financial advisors has a vested interest in looking after you because we're also the owners of the business. Our senior advisors have extensive years of industry experience and hold university degrees, ensuring you receive expert guidance tailored to your unique needs.

Our Story

Our journey began over 33 years ago, and since then, we've been dedicated to assisting clients in creating wealth and achieving their financial goals. Our founder, Ellen Schafer, started the practice in 1985, and her daughter, Julie Schafer, joined her in 1998. Today, Julie is the Principal and Senior Adviser, leading the business with the same passion and commitment to excellence. Our story is built on a foundation of trust, integrity, and a deep understanding of our clients' needs.

Our Mission

Our mission is to empower individuals and families to reach their maximum financial potential. We achieve this by providing personalized financial planning, education, and guidance that helps you make informed decisions about your money. We believe in taking the time to form long-lasting relationships with our clients, understanding what's truly important to them, and creating tailored solutions that cater to their unique needs.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial goals. Our expertise includes:

• Financial Planning: We'll work with you to create a customized plan that suits your lifestyle, goals, and aspirations.
• Superannuation and Retirement Planning: Our expert advisors will guide you through the complex world of superannuation and retirement planning, ensuring you're prepared for the future.
• Estate Planning: We'll help you protect your assets and ensure that your wishes are carried out through effective estate planning strategies.
• Investment and Wealth Creation: Our team will help you create wealth through smart investment decisions, tailored to your risk tolerance and financial objectives.
• Taxation Planning: We'll work with your accountant to optimize your tax strategy, minimizing your tax liabilities and maximizing your returns.

Why Choose ES&A Financial Services?

At ES&A Financial Services, we're committed to delivering exceptional service, expert guidance, and personalized attention. Our team of financial advisors is dedicated to helping you achieve your financial goals and create a brighter future. Contact us today to discover how we can assist you in reaching your maximum potential.